MV

Marlene Valdes

Marlene Valdes


Professional Summary



Professional Overview
Marlene Valdes is an experienced Financial Advisor with a proven track record of providing comprehensive financial planning and wealth management services. With a focus on delivering personalized solutions to help clients achieve their financial goals, Marlene leverages her industry expertise and client-centric approach to make a meaningful impact on the lives of the individuals and families she serves.

Experience Summary

Current Role
As a Financial Advisor at The University of Kansas Health System, Marlene is responsible for developing and implementing tailored financial strategies for a diverse clientele. In this role, she works closely with clients to understand their unique needs, risk profiles, and long-term objectives, and then crafts customized investment portfolios and financial plans to help them reach their financial aspirations. Marlene's deep understanding of the financial industry, coupled with her exceptional communication and problem-solving skills, enable her to consistently deliver exceptional client experiences and drive positive financial outcomes.

Career Progression
Prior to her current role, Marlene held various customer service and client-facing positions, including Admissions Service Representative at The University of Kansas Health System, Patient Care Representative at SAMUEL U RODGERS COMM HEALTH CENTER, Business Class Dispatcher at TURN AROUND COMMUNICATIONS, INC., and Order Management Specialist at Time Warner Cable. Throughout her diverse career, Marlene has developed a versatile skill set and a keen understanding of the unique needs and challenges facing individuals and families across different industries and life stages.

Academic Background
Marlene holds a bachelor's degree from The University of Kansas, where she majored in Finance. Her academic achievements and specialized knowledge in financial management and investment strategies have been instrumental in her ability to provide comprehensive financial advisory services to her clients.

Areas of Expertise
  • Financial planning and wealth management

  • Investment portfolio construction and optimization

  • Retirement planning and income strategies

  • Tax-efficient financial strategies

  • Risk management and insurance solutions

  • Client relationship management and communication


Professional Impact
During her tenure at The University of Kansas Health System, Marlene has consistently demonstrated her commitment to client success, earning the trust and respect of her colleagues and clients. Through her diligent efforts and innovative approach, she has been instrumental in helping numerous individuals and families achieve their long-term financial goals, positively impacting their lives and financial well-being.

Conclusion
With her extensive experience, deep industry knowledge, and unwavering dedication to client service, Marlene Valdes is a highly valued Financial Advisor who is poised to continue making a meaningful contribution to the financial well-being of the individuals and families she serves. Her passion for helping others, coupled with her strategic mindset and technical expertise, make her an invaluable asset to the financial advisory profession.